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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
951
KerberRose Wealth Management
Wisconsin
$7.03M +$7.63M +18,541 New
SHFA
952
SC&H Financial Advisors
Maryland
$7.03M +$586K +1,424 +8%
AWMG
953
Alliance Wealth Management Group
New Jersey
$7.02M +$1.07M +2,601 +16%
EA
954
Efficient Advisors
Ohio
$7.02M -$2.4M -5,831 -24%
EW
955
Emerson Wealth
Michigan
$7M +$1.55M +3,772 +26%
AWA
956
Aletheian Wealth Advisors
Washington
$6.97M -$274K -665 -3%
SDAM
957
Shulman DeMeo Asset Management
New York
$6.97M +$25.5K +62 +0.3%
WMP
958
Wealth Management Partners
Arizona
$6.96M -$823K -2,000 -10%
WWM
959
Windsor Wealth Management
Indiana
$6.96M -$10.2M -24,892 -58%
CAG
960
Csenge Advisory Group
Florida
$6.96M +$1.89M +4,594 +33%
BL
961
BFSG LLC
California
$6.92M -$204K -497 -3%
HCM
962
Hengehold Capital Management
Ohio
$6.91M +$1.57M +3,805 +26%
LIM
963
Leavell Investment Management
Alabama
$6.9M +$450K +1,095 +6%
NAG
964
Northstar Advisory Group
New Jersey
$6.87M -$395K -961 -5%
HG
965
Harbor Group
New Hampshire
$6.87M -$27.6K -67 -0.4%
WAL
966
W Advisors LLC
Tennessee
$6.86M +$1.32M +3,211 +22%
BAM
967
Baldrige Asset Management
Pennsylvania
$6.83M +$440K +1,069 +6%
AAM
968
Aureus Asset Management
Massachusetts
$6.82M +$39.1K +95 +0.5%
DW
969
Domani Wealth
Pennsylvania
$6.81M -$216K -524 -3%
SWPG
970
Strategic Wealth Partners Group
Illinois
$6.81M +$2.38M +5,785 +48%
TPSF
971
Texas Permanent School Fund
Texas
$6.81M +$1.17M +2,852 +19%
UCB
972
United Community Bank
South Carolina
$6.8M +$587K +1,427 +9%
BWM
973
Boyd Wealth Management
California
$6.79M -$1.12M -2,728 -13%
NFG
974
Nadler Financial Group
Illinois
$6.78M +$626K +1,522 +9%
BCWM
975
Bartlett & Co Wealth Management
Ohio
$6.77M +$190K +463 +3%
37 38
39
40 41